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☆Parkwoods Wealth Partners, LLC

CIK 0002042772 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.424
AUM ($M)
622
Positions
168
Turnover
0.19
Top-10 wt
59%
Herfindahl
0.046
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 168 positions · portfolio value $622M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAT funds › DIMENSIONAL ETF TRUST ADD — 10.4% -3.6% 64.7 925,410 +13,058 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST ADD — 9.4% -2.8% 58.5 1,063,093 +38,217 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 7.5% +2.2% 46.4 972,134 +526,275 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 7.3% -2.7% 45.3 839,208 +70,757 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST ADD — 7.1% -2.0% 44.2 539,447 +15,179 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 5.7% -0.6% 35.5 800,965 +143,521 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 4.0% -1.0% 25.1 304,730 +15,851 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 2.6% -0.1% 16.0 413,454 +96,929 5 —
☆DISV funds › DIMENSIONAL ETF TRUST ADD — 2.4% -0.8% 14.8 367,558 +44,686 5 —
☆DFGX funds › DIMENSIONAL ETF TRUST NEW — 2.3% +2.3% 14.5 270,512 +270,512 1 —
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 2.3% -0.0% 14.1 349,950 +74,245 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 2.0% +2.0% 12.8 302,287 +294,839 3 —
☆DFAU funds › DIMENSIONAL ETF TRUST TRIM — 1.8% -0.7% 11.0 212,132 -13,197 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 1.3% -0.0% 8.3 200,033 +49,130 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 1.3% -0.2% 8.3 200,565 +36,087 4 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 1.3% -0.0% 8.1 198,267 +43,289 5 —
☆DUSB funds › DIMENSIONAL ETF TRUST ADD — 1.2% -0.6% 7.7 151,487 +3,225 4 —
☆IVV funds › ISHARES TR ADD — 1.2% +1.1% 7.5 9,956 +9,169 5 —
☆DFGR funds › DIMENSIONAL ETF TRUST ADD — 1.1% -0.2% 6.9 237,237 +42,945 4 —
☆VTI funds › VANGUARD INDEX FDS ADD — 1.0% +0.8% 6.3 17,079 +13,967 3 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 1.0% -0.0% 6.2 79,262 +25,952 4 —
☆IEFA funds › ISHARES TR NEW — 0.9% +0.9% 5.7 59,294 +59,294 1 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 0.9% -0.3% 5.7 153,329 +19,171 5 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 0.9% +0.3% 5.5 53,100 +29,038 5 —
☆BSVO funds › EA SERIES TRUST TRIM — 0.8% -0.4% 5.0 171,369 -14,635 5 —
☆DFIS funds › DIMENSIONAL ETF TRUST ADD — 0.7% -0.1% 4.6 130,671 +34,379 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.7% +0.1% 4.6 36,609 +14,547 5 —
☆SCHX funds › SCHWAB STRATEGIC TR NEW — 0.6% +0.6% 4.0 134,489 +134,489 1 —
☆AAPL funds › APPLE INC ADD — 0.6% +0.3% 3.7 12,698 +8,326 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST TRIM — 0.6% -0.3% 3.6 96,971 -2,165 5 —
☆DFAW funds › DIMENSIONAL ETF TRUST ADD — 0.5% -0.1% 3.4 40,968 +5,027 5 —
☆DGCB funds › DIMENSIONAL ETF TRUST NEW — 0.5% +0.5% 3.4 61,927 +61,927 1 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F NEW — 0.5% +0.5% 3.3 39,111 +39,111 1 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.5% -0.0% 3.3 4,757 +1,109 5 —
☆DFLV funds › DIMENSIONAL ETF TRUST ADD — 0.5% +0.3% 3.3 82,407 +53,477 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.5% +0.1% 3.0 2,513 +589 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.5% -0.0% 2.9 7,895 +2,674 5 —
☆ITOT funds › ISHARES TR ADD — 0.5% -0.1% 2.9 17,613 +342 4 —
☆SCHF funds › SCHWAB STRATEGIC TR NEW — 0.5% +0.5% 2.9 103,038 +103,038 1 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.5% -0.0% 2.8 56,062 +17,368 4 —
☆REET funds › ISHARES TR NEW — 0.4% +0.4% 2.8 100,410 +100,410 1 —
☆DIHP funds › DIMENSIONAL ETF TRUST ADD — 0.4% -0.1% 2.5 73,052 +11,373 3 —
☆SUB funds › ISHARES TR ADD — 0.4% +0.0% 2.4 22,753 +8,686 3 —
☆IJR funds › ISHARES TR NEW — 0.4% +0.4% 2.3 15,693 +15,693 1 —
☆JAAA funds › JANUS DETROIT STR TR TRIM — 0.3% -0.2% 2.1 42,333 -5,133 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% -0.1% 1.9 32,752 +1,923 5 —
☆DFGP funds › DIMENSIONAL ETF TRUST ADD — 0.3% -0.1% 1.8 33,909 +6,019 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.3% +0.0% 1.8 9,012 +2,741 5 —
☆SCHC funds › SCHWAB STRATEGIC TR NEW — 0.3% +0.3% 1.7 34,406 +34,406 1 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 0.3% +0.0% 1.6 18,016 +6,768 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.3% +0.1% 1.6 6,682 +2,664 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS NEW — 0.3% +0.3% 1.6 27,149 +27,149 1 —
☆VBR funds › VANGUARD INDEX FDS NEW — 0.2% +0.2% 1.5 6,239 +6,239 1 —
☆GE funds › GE AEROSPACE ADD — 0.2% -0.0% 1.5 3,988 +95 5 —
☆SCZ funds › ISHARES TR NEW — 0.2% +0.2% 1.4 17,602 +17,602 1 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.2% +0.1% 1.4 1,534 +1,180 5 —
☆BOXX funds › EA SERIES TRUST HOLD — 0.2% -0.1% 1.4 11,556 +0 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.2% -0.0% 1.3 4,085 +530 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.2% +0.1% 1.3 17,988 +10,439 4 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L NEW — 0.2% +0.2% 1.3 34,706 +34,706 1 —
☆EFV funds › ISHARES TR ADD — 0.2% +0.1% 1.3 16,393 +11,779 4 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.2% +0.0% 1.2 2,494 +932 5 —
☆IJS funds › ISHARES TR NEW — 0.2% +0.2% 1.2 8,614 +8,614 1 —
☆GEV funds › GE VERNOVA INC ADD — 0.2% -0.0% 1.2 993 +24 5 —
☆SCHA funds › SCHWAB STRATEGIC TR NEW — 0.2% +0.2% 1.1 31,194 +31,194 1 —
☆IEMG funds › ISHARES INC NEW — 0.2% +0.2% 1.0 11,810 +11,810 1 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.2% +0.2% 1.0 1,684 +1,684 1 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.2% -0.0% 1.0 9,891 +1,786 4 —
☆AMAT funds › APPLIED MATLS INC NEW — 0.1% +0.1% 0.9 1,279 +1,279 1 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.1% +0.0% 0.9 1,232 +374 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.1% +0.1% 0.9 2,534 +1,783 4 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.1% +0.1% 0.9 4,093 +2,979 3 —
☆VBIL funds › VANGUARD INSTL INDEX FD NEW — 0.1% +0.1% 0.9 11,697 +11,697 1 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 0.9 14,650 +5,532 4 —
☆GOOG funds › ALPHABET INC NEW — 0.1% +0.1% 0.8 2,238 +2,238 1 —
☆SCHO funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.8 32,203 +32,203 1 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% +0.0% 0.7 4,520 +2,223 5 —
☆DCO funds › DUCOMMUN INC DEL HOLD — 0.1% -0.0% 0.7 4,000 +0 5 —
☆IDEV funds › ISHARES TR TRIM — 0.1% -0.1% 0.7 8,216 -33 5 —
☆ROK funds › ROCKWELL AUTOMATION INC ADD — 0.1% -0.0% 0.7 1,456 +7 5 —
☆DFAR funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.7 27,466 -78 4 —
☆CUSIP:155123102 funds › CENTRAL SECS CORP HOLD — 0.1% -0.1% 0.7 13,678 +0 5 —
☆WMT funds › WALMART INC ADD — 0.1% -0.1% 0.7 6,256 +830 5 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.1% +0.1% 0.7 592 +592 1 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.1% -0.0% 0.7 915 +88 4 —
☆USRT funds › ISHARES TR ADD — 0.1% -0.0% 0.7 9,983 +1,763 4 —
☆BRO funds › BROWN & BROWN INC ADD — 0.1% -0.1% 0.6 10,060 +8 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% -0.0% 0.6 2,521 +139 5 —
☆SGVT funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.6 6,260 +6,260 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.1% -0.0% 0.6 4,365 +884 5 —
☆MNST funds › MONSTER BEVERAGE CORP NEW ADD — 0.1% -0.0% 0.6 6,111 +25 5 —
☆OKE funds › ONEOK INC NEW NEW — 0.1% +0.1% 0.6 6,720 +6,720 1 —
☆V funds › VISA INC ADD — 0.1% -0.0% 0.6 1,686 +388 5 —
☆CSCO funds › CISCO SYS INC NEW — 0.1% +0.1% 0.6 4,865 +4,865 1 —
☆QUAL funds › ISHARES TR TRIM — 0.1% -0.0% 0.6 2,541 -59 5 —
☆VB funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.5 1,787 +1,787 1 —
☆AXP funds › AMERICAN EXPRESS CO NEW — 0.1% +0.1% 0.5 1,577 +1,577 1 —
☆TGTX funds › TG THERAPEUTICS INC ADD — 0.1% +0.0% 0.5 9,531 +850 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.5 5,429 +298 4 —
☆WELL funds › WELLTOWER INC NEW — 0.1% +0.1% 0.5 2,306 +2,306 1 —
☆AVGO funds › BROADCOM INC ADD — 0.1% +0.0% 0.5 1,351 +305 5 —
☆META funds › META PLATFORMS INC TRIM — 0.1% -0.1% 0.5 897 -155 5 —
☆SPYX funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.5 8,140 +8,140 1 —
☆IVE funds › ISHARES TR NEW — 0.1% +0.1% 0.5 2,165 +2,165 1 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% -0.0% 0.5 1,643 +55 5 —
☆MCK funds › MCKESSON CORP ADD — 0.1% -0.1% 0.5 607 +3 3 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% -0.0% 0.4 5,100 +1,417 5 —
☆ORCL funds › ORACLE CORP ADD — 0.1% +0.0% 0.4 3,012 +1,471 2 —
☆SCHE funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.4 12,166 +12,166 1 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.4 2,323 +165 5 —
☆EFAX funds › SPDR INDEX SHS FDS NEW — 0.1% +0.1% 0.4 7,963 +7,963 1 —
☆VNQI funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% -0.0% 0.4 9,548 +124 4 —
☆CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.4 5,190 +983 2 —
☆APH funds › AMPHENOL CORP ADD — 0.1% +0.0% 0.4 2,331 +212 5 —
☆HD funds › HOME DEPOT INC NEW — 0.1% +0.1% 0.4 1,132 +1,132 1 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 0.4 4,368 +1,996 2 —
☆AVUS funds › AMERICAN CENTY ETF TR HOLD — 0.1% -0.0% 0.4 3,026 +0 4 —
☆FTC funds › FIRST TR EXCHANGE-TRADED ALP TRIM — 0.1% -0.0% 0.4 1,988 -28 4 —
☆IWB funds › ISHARES TR ADD — 0.1% -0.0% 0.4 895 +1 5 —
☆ABBV funds › ABBVIE INC ADD — 0.1% +0.0% 0.4 1,441 +362 2 —
☆AVGE funds › AMERICAN CENTY ETF TR NEW — 0.1% +0.1% 0.4 3,629 +3,629 1 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.1% +0.0% 0.4 348 +87 5 —
☆DFCA funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.4 7,007 +2,215 4 —
☆MRK funds › MERCK & CO INC NEW — 0.1% +0.1% 0.3 2,651 +2,651 1 —
☆CAT funds › CATERPILLAR INC NEW — 0.1% +0.1% 0.3 315 +315 1 —
☆CYH funds › COMMUNITY HEALTH SYS INC NEW HOLD — 0.1% -0.0% 0.3 98,898 +0 5 —
☆SCHV funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.3 9,336 +9,336 1 —
☆WFC funds › WELLS FARGO & CO NEW — 0.1% +0.1% 0.3 3,880 +3,880 1 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.1% +0.1% 0.3 734 +734 1 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 0.1% -0.0% 0.3 3,705 -985 3 —
☆TJX funds › TJX COS INC NEW ADD — 0.1% -0.0% 0.3 2,063 +72 5 —
☆MS funds › MORGAN STANLEY NEW — 0.0% +0.0% 0.3 1,478 +1,478 1 —
☆SPHY funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.3 13,127 -666 5 —
☆ISTB funds › ISHARES TR NEW — 0.0% +0.0% 0.3 6,285 +6,285 1 —
☆TFLO funds › ISHARES TR TRIM — 0.0% -0.3% 0.3 5,913 -19,579 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% -0.0% 0.3 1,902 +1 4 —
☆AFL funds › AFLAC INC ADD Common Stock 0.0% -0.0% 0.3 2,448 +27 5 —
☆C funds › CITIGROUP INC TRIM — 0.0% -0.0% 0.3 2,037 -50 2 —
☆COMT funds › ISHARES U S ETF TR ADD — 0.0% -0.0% 0.3 9,222 +2,543 2 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.3 1,810 +1,810 1 —
☆XTL funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.3 1,220 +0 4 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.0% +0.0% 0.3 287 +287 1 —
☆BAC funds › BANK OF AMER CORP NEW — 0.0% +0.0% 0.3 4,831 +4,831 1 —
☆GWW funds › WW GRAINGER INC ADD — 0.0% -0.0% 0.3 201 +3 2 —
☆KO funds › COCA COLA CO ADD — 0.0% -0.0% 0.3 3,362 +503 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.0% -0.0% 0.3 1,143 +0 5 —
☆AVIV funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.3 3,416 +3,416 1 —
☆IWF funds › ISHARES TR NEW — 0.0% +0.0% 0.3 2,116 +2,116 1 —
☆ETR funds › ENTERGY CORP NEW NEW — 0.0% +0.0% 0.2 2,130 +2,130 1 —
☆GILD funds › GILEAD SCIENCES INC NEW — 0.0% +0.0% 0.2 1,935 +1,935 1 —
☆MCD funds › MCDONALDS CORP ADD — 0.0% -0.0% 0.2 891 +38 5 —
☆TXN funds › TEXAS INSTRS INC NEW — 0.0% +0.0% 0.2 794 +794 1 —
☆PM funds › PHILIP MORRIS INTL INC NEW — 0.0% +0.0% 0.2 1,303 +1,303 1 —
☆ABT funds › ABBOTT LABORATORIES NEW — 0.0% +0.0% 0.2 2,581 +2,581 1 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN ADD — 0.0% -0.0% 0.2 1,042 +23 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.0% -0.0% 0.2 1,574 -70 5 —
☆PEP funds › PEPSICO INC ADD — 0.0% -0.0% 0.2 1,700 +53 3 —
☆IVW funds › ISHARES TR NEW — 0.0% +0.0% 0.2 1,593 +1,593 1 —
☆EFA funds › ISHARES TR NEW — 0.0% +0.0% 0.2 2,080 +2,080 1 —
☆MO funds › ALTRIA GROUP INC NEW — 0.0% +0.0% 0.2 2,951 +2,951 1 —
☆IJK funds › ISHARES TR NEW — 0.0% +0.0% 0.2 1,750 +1,750 1 —
☆IWC funds › ISHARES TR NEW — 0.0% +0.0% 0.2 1,028 +1,028 1 —
☆ETN funds › EATON CORP PLC NEW — 0.0% +0.0% 0.2 471 +471 1 —
☆JELD funds › JELD-WEN HLDG INC ADD — 0.0% +0.0% 0.0 30,760 +16,000 3 —
☆AQST funds › AQUESTIVE THERAPEUTICS INC HOLD — 0.0% -0.0% 0.0 11,000 +0 2 —
☆GSM funds › FERROGLOBE PLC HOLD — 0.0% -0.0% 0.0 11,500 +0 4 —
☆AKBA funds › AKEBIA THREAPEUTICS INC ADD — 0.0% -0.0% 0.0 21,038 +38 4 —
☆TNYA funds › TENAYA THERAPEUTICS INC ADD — 0.0% -0.0% 0.0 18,500 +700 4 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 622 168 0.19 59% 0.046 0.423 — in
2026Q1 408 111 0.09 70% 0.067 0.685 — in
2025Q4 340 108 0.07 72% 0.074 0.664 — in
2025Q3 293 96 0.17 75% 0.086 0.469 — in
2025Q2 173 75 0.07 82% 0.116 0.705 — entered
2025Q1 148 55 0.00 87% 0.135 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status